Symmetry Mobile will offer advisors “on-the-go-access “ to news and information from Symmetry including customizable presentations, sales and marketing tools, social media communications and educational videos. It is only available to financial advisors authorized to do business with Symmetry.
“Symmetry Mobile is the latest in a long line of services that the company offers to help advisors build successful practices, and to help their clients have an exceptional investment experience,” the firm said in a statement.
The app will also offer a self-scoring risk tolerance questionnaire that advisors can go over with clients.
Symmetry Partners, with approximately $6.1 billion in combined assets under management and sub-advised assets, works with advisors managing money for their clients using institutional-class funds from Dimensional FundAdvisors and low-cost investment solutions from leading industry firms in its portfolio construction.
